Aveo Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Aveo Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$374,759
-34.4%
16,365
-33.0%
0.05%
-36.8%
Q1 2023$571,379
+26.8%
24,439
+23.3%
0.08%
+11.8%
Q4 2022$450,448
-40.7%
19,826
-40.6%
0.07%
-48.1%
Q3 2022$760,000
+5.3%
33,388
+10.5%
0.13%
+11.0%
Q2 2022$722,000
-14.0%
30,221
-10.4%
0.12%
-20.3%
Q1 2022$840,000
-7.0%
33,726
-0.4%
0.15%
-8.6%
Q4 2021$903,000
+8.7%
33,853
+8.1%
0.16%
-6.4%
Q3 2021$831,000
-9.8%
31,318
-9.5%
0.17%
-14.8%
Q2 2021$921,000
-5.1%
34,623
-6.6%
0.20%
-17.1%
Q1 2021$971,000
+64.3%
37,068
+70.9%
0.24%
-73.2%
Q4 2020$591,000
-28.5%
21,685
-26.7%
0.91%
+206.7%
Q3 2020$827,000
+36.2%
29,586
+36.4%
0.30%
-75.6%
Q2 2020$607,000
+28.6%
21,685
+28.8%
1.22%
+433.6%
Q1 2020$472,000
-7.3%
16,838
-14.1%
0.23%
+13.9%
Q4 2019$509,000
-45.6%
19,604
-45.3%
0.20%
-47.9%
Q3 2019$935,000
-69.9%
35,827
-70.3%
0.39%
-71.4%
Q2 2019$3,103,000120,6571.35%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders